In your day-to-day billing workflow, there may be instances where you need to manually add Escort Fees or Oversized Permits to a specific load. This guide walks you through the step-by-step process of manually entering these charges and associating them with the correct Load ID in the accounting system.

Step-by-Step Instructions

1. Navigate to Bills

• Go to Accounting in the main menu.

• Click on Bill and then select Bills.
   

2. Create a New Bill

• Click on the Create New button.

• From the available options, choose Manual Entry.
  
   

3. Enter Bill Information

• Fill in all required vendor and details, including:

  • Vendor Name 

  • Date 

  • Type (Bill)
     

5. Assign the Load ID

• In the Load field, ensure you enter the correct Load ID that the charges are associated with.

• This ensures the costs are properly linked to accurate load.
  
  
  

4. Add Line Items
 

• For Escort Fees, enter a line item labeled Escort Fee with the appropriate amount and Category Type. 

• For Oversized Permits, enter a line item labeled Oversized Permit with its corresponding cost Category Type. 
  
  
  
   

5. Review and Save

• Double-check all the details.

•  Once everything is confirmed, click Save to finalize the bill entry.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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